Franklin Resources’s Forward Air FWRD Stock Holding History

Franklin Resources’s Portfolio FWRD Stock Details FWRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-12,980	Closed	-$325K	–	3209
2025 Q4	$325K	Buy	+12,980	New	+$292K	﹤0.01%	2595
2025 Q1	–	Sell	-7,640	Closed	-$246K	–	3004
2024 Q4	$246K	Sell	7,640 -1,480	-16%	-$51.7K	﹤0.01%	2583
2024 Q3	$325K	Buy	+9,120	New	+$259K	﹤0.01%	2458
2016 Q3	–	Sell	-500,000	Closed	-$22.3M	–	1502
2016 Q2	$22.3M	Hold	500,000	–	–	0.01%	777
2016 Q1	$22.7M	Hold	500,000	–	–	0.01%	783
2015 Q4	$21.5M	Hold	500,000	–	–	0.01%	816
2015 Q3	$20.7M	Hold	500,000	–	–	0.01%	833
2015 Q2	$26.1M	Hold	500,000	–	–	0.01%	823
2015 Q1	$27.1M	Hold	500,000	–	–	0.01%	818
2014 Q4	$25.2M	Hold	500,000	–	–	0.01%	814
2014 Q3	$22.4M	Hold	500,000	–	–	0.01%	838
2014 Q2	$23.9M	Hold	500,000	–	–	0.01%	818
2014 Q1	$23.1M	Hold	500,000	–	–	0.01%	821
2013 Q4	$22M	Hold	500,000	–	–	0.01%	789
2013 Q3	$20.2M	Hold	500,000	–	–	0.01%	797
2013 Q2	$19.1M	Buy	+500,000	New	+$19M	0.01%	768

Other funds holding FWRD

CCG

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ICM

Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

MAM

Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return

Franklin Resources's FWRD Position: Q1 2026 in Review

Franklin Resources sold out of Forward Air (FWRD) in Q1 2026, closing a stake of 12,980 shares — an estimated $325K sold.

Franklin Resources first reported a position in FWRD in Q2 2013 and held it in 16 quarters. The position peaked at $27.1M in Q1 2015. 192 funds tracked by Wall St. Rank hold FWRD as of Q1 2026.

Franklin Resources reported no remaining Forward Air position as of Q1 2026 after selling out during the quarter.
Franklin Resources sold 12,980 Forward Air shares in Q1 2026, an estimated $325K.
Franklin Resources first reported a position in Forward Air in Q2 2013 and held it in 16 quarters.
Franklin Resources's Forward Air position peaked at $27.1M in Q1 2015.
192 funds tracked by Wall St. Rank held Forward Air as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.